Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MHS ADVISORY SERVICES LLC DBA MHS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan US Equity R2 | Other securities | — | — | $1.4M | 17.9% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $897K | 11.1% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $643K | 7.9% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $625K | 7.7% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $618K | 7.6% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $539K | 6.7% | |
| Franklin Templeton Small Cap Value R | Other securities | — | — | $304K | 3.8% | |
| Vanguard Target Retirement Income | Other securities | — | — | $291K | 3.6% | |
| American Funds International Growth and Income | Other securities | — | — | $274K | 3.4% | |
| MFS Value R3 | Other securities | — | — | $270K | 3.3% | |
| Empower S&P Mid Cap 400 Index | Other securities | — | — | $242K | 3.0% | |
| American Funds Growth and Income Portfolio | Other securities | — | — | $231K | 2.9% | |
| AllSpring Special Mid Cap Value A | Other securities | — | — | $224K | 2.8% | |
| Participants Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $211K | 2.6% | |
| Empower Key Guaranteed Portfolio | Other securities | — | — | $202K | 2.5% | |
| Janus Flexible Bond S | Other securities | — | — | $197K | 2.4% | |
| State Street Equity 500 Index K | Other securities | — | — | $194K | 2.4% | |
| Royce Small Cap Opportunity | Other securities | — | — | $178K | 2.2% | |
| DFA Emerging Markets | Other securities | — | — | $171K | 2.1% | |
| BlackRock High Yield Bond | Other securities | — | — | $154K | 1.9% | |
| Franklin Templeton Real Estate Securities | Other securities | — | — | $106K | 1.3% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $39K | 0.5% | |
| Pioneer Select Mid Cap Growth Y | Other securities | — | — | $19K | 0.2% | |
| MFS Growth R3 | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MINNETINKA, MN |
| INVESTMENT ADVISOR |
| $19K |
| — |
